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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.97%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$373M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$247M
3
Bank of America
Bank of America
North Carolina
+$59.3M
4
Citigroup
Citigroup
New York
+$46.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.1M

Top Sellers

1
MB
Mizuho Bank
Japan
-$244M
2
Northern Trust
Northern Trust
Illinois
-$153M
3
TLIC
Taiyo Life Insurance Company
Japan
-$123M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$85.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
276
Global Retirement Partners
California
$1.73M -$196K -1,869 -10%
FG
277
Foster Group
Iowa
$1.72M – – –
WCM
278
Windham Capital Management
Massachusetts
$1.72M – – –
SW
279
Simplicity Wealth
New Jersey
$1.72M +$392K +3,738 +30%
AWM
280
Axxcess Wealth Management
California
$1.72M -$125K -1,187 -7%
GC
281
Garde Capital
Washington
$1.71M +$18.7K +178 +1%
GWM
282
GSB Wealth Management
Connecticut
$1.71M +$38.3K +365 +2%
WAL
283
W Advisors LLC
Tennessee
$1.71M -$25.7K -245 -1%
GAM
284
Gould Asset Management
California
$1.67M +$25.2K +240 +2%
Barclays
285
Barclays
United Kingdom
$1.67M +$385K +3,665 +30%
RJT
286
Raymond James Trust
Florida
$1.66M -$29.1K -277 -2%
Comerica Bank
287
Comerica Bank
Texas
$1.66M -$21.2K -202 -1%
MHB
288
Midwest Heritage Bank
Iowa
$1.65M +$8.29K +79 +0.5%
IA
289
IFG Advisory
Georgia
$1.63M +$40.1K +382 +3%
OWM
290
Opes Wealth Management
California
$1.63M +$471K +4,492 +41%
ICP
291
Interchange Capital Partners
Pennsylvania
$1.61M +$15.8K +150 +1%
NA
292
Nottingham Advisors
New York
$1.61M -$71.6K -682 -4%
NB
293
NBT Bank
New York
$1.59M +$1.59M +15,193 New
HAG
294
HF Advisory Group
Maryland
$1.59M +$80.8K +770 +5%
LFA
295
Legacy Financial Advisors
Kentucky
$1.59M -$54.5K -519 -3%
CRI
296
Commonwealth Retirement Investments
Virginia
$1.58M +$12.2K +116 +0.8%
HPM
297
Hoxton Planning & Management
West Virginia
$1.56M -$261K -2,490 -14%
G
298
GenTrust
Florida
$1.56M +$3.25K +31 +0.2%
MCM
299
Mendel Capital Management
Arkansas
$1.54M +$3.36K +32 +0.2%
FA
300
FDx Advisors
Illinois
$1.54M +$122K +1,166 +9%
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